If you're worried about the pace of innovation in your industry, then this report will help you identify which tech vendors can help you. Inside, we provide a top-down, comprehensive outlook for the top 600 players in the tech, media, and telecom (TMT) industry, based on the key themes set to transform their industry landscape over the next two years.
You will not find a better guide to tech in 2022.
You will not find a better guide to tech in 2022.
Key Highlights
- COVID-19 has transformed our lives forever. The way we work, shop, eat, seek medical advice, socialize, and entertain ourselves has fundamentally changed, and there is no going back.
- Technology will play a vital role as the global economy recovers from the pandemic. Businesses must push ahead with digital transformation projects to survive. History shows that tech-enabling your businesses during a recession makes you more resilient to future shocks.
- Our thematic engine tags over 38 million data items across five alternative data sets - patents, jobs, deals, filings, and news - to themes. The vast datasets within our thematic engine help our analysts to produce thematic scorecards which identify the TMT companies best placed to succeed in a disruptive world.
Scope
- This report is the most concise reference guide to tech that you will read in 2022. Written by some of the world's leading tech experts, the publisher's TMT Themes 2022 will help you look credible when talking about tech in your industry. Inside, we tell you everything you need to know about disruptive tech themes and which companies are best placed to help you digitally transform your business.
- This report covers 16 TMT sectors, divide into four categories: hardware, software and services, internet and media, and telecoms. For each sector, we provide the cumulative share price performance since the beginning of the pandemic of a selection of companies that we believe are bellwethers for this sector, along with our thematic scorecards.
- These scorecards are made up of four screens: the company screen, thematic screen, valuation screen, and risk screen.
Reasons to Buy
- Position yourself for future success by understanding the most important tech, regulatory, and macroeconomic themes in the TMT industry. Informed by the publisher’s analysts, we provide analysis that will help you look credible when talking about tech in your industry.
- Quickly identify attractive investment targets by understanding which companies are the most advanced in the themes that will determine future success in the TMT industry.
- Gain a competitive advantage in the future of the TMT industry by reading this report in conjunction with another multi-theme report, Tech, Media, & Telecom Predictions 2022, which is organized by theme.
Table of Contents
- Executive summary
- Top Themes for 2022
- TMT sector performance
- Hardware
- Software and Services
- Internet and Media
- Telecoms
- Thematic Methodology
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- 21 Vianet
- AAC Technologies
- ABB
- Accenture
- Accton
- Acer
- Activision Blizzard
- Adobe
- Adtran
- Advanced Info Service
- Airbnb
- Aixtron
- Akamai
- Alarm.com
- Alcatel-Lucent Enterprise
- Alibaba
- Alibaba Pictures
- Alliance Data Systems
- Alphabet
- Alteryx
- Altice
- Amazon
- Ambarella
- AMC Entertainment
- AMC Networks
- AMD
- Amdocs
- America Movil
- Amphenol
- AMS
- Analog Devices
- ANGI Homeservices
- Anritsu
- Ansys
- AO.com
- Apple
- Applied Materials
- Arista Networks
- Asahi Glass
- Asia Optical
- ASML
- ASOS
- Asus
- AT&T
- Atos
- Atresmedia
- AU Optronics
- Autodesk
- Autohome
- Aveva
- B2W
- BAE Systems
- Baidu
- Bandai Namco
- Baozun
- BCE
- Bentley Systems
- Bharti Airtel
- Bilibili
- Bizlink
- Blackbaud
- Blackberry
- Blackline
- Boohoo.com
- Booking Holdings
- Bosch
- Box
- Boyaa
- Broadcom
- BT
- Bumble
- ByteDance
- Cadence Design Systems
- Calix
- Cambricon
- Canon
- Canonical
- Capcom
- Capgemini
- Carsales.com
- Casa Systems
- Catcher Technology
- CATL
- CGI
- ChannelAdvisor
- Charter Communication
- Check Point Software
- Cheil
- China Mobile
- China Telecom
- China Unicom
- Chunghwa Telecom
- Ciena
- Cineworld
- Cirrus Logic
- Cisco
- Citrix Systems
- Clear Channel
- Cloudera
- Cloudflare
- Cognex
- Cognizant
- Colopl
- Comcast
- CommScope
- CommVault
- Compal
- Computacenter
- comScore
- Conduent
- Constellation Software
- Control4
- Corning
- Coupa
- Cox
- Criteo
- CrowdStrike
- CyberArk Software
- Cyberdyne
- Danaher
- Darktrace
- Dassault Systemes
- Dawning
- Deliveroo
- Delivery Hero
- Dell
- DeNA
- Dentsu
- Deutsche Telekom
- Didi Chuxing
- Digi
- Digital Realty
- Diodes
- Discord
- Discovery
- Dish Network
- DJI
- DocuSign
- DoorDash
- Dropbox
- DXC Technology
- Ebay
- Electronic Arts
- Emerson Electric
- EPAM Systems
- Epic Games
- Equinix
- Ericsson
- Estun Automation
- Etisalat
- Etsy
- Exabeam
- Expedia
- Extreme Networks
- F5 Networks
- Fabrinet
- FANUC
- FIH Mobile
- FireEye
- Flex
- Fortinet
- F-Secure
- Fuji Media
- Fujitsu
- Gamevil
- Garmin
- GE
- Genpact
- Globe Telecom
- GoDaddy
- GoerTek
- GoPro
- Graphcore
- Gree
- Groupon
- Grupo Televisa
- GungHo Online
- Haier Electronics
- Harmonic
- Harmonic Drive
- HCL Technologies
- Hikvision
- Himax
- Hitachi
- HollySys Automation
- Hon Hai
- Honeywell
- HP
- HPE
- HTC
- Huawei
- HubSpot
- IAC Interactive
- IBM
- iFlytek
- IGG
- Iliad
- Indra Sistemas
- Infineon
- Infinera
- Info Edge India
- Infosys
- Innolux
- Inspur Electronic
- Instacart
- Intel
- Interpublic
- Intuit
- Intuitive Surgical
- Inventec
- iQiyi
- iRobot
- ITV
- Jabil
- Japan Display
- JC Decaux
- JD.com
- Juniper Networks
- Just Dial
- Just Eat Takeaway
- Kakaku
- Kakao
- Kawasaki Heavy
- KDDI
- Keyence
- Kingsoft
- Konami
- KPN
- Krafton
- KT
- KUKA
- Kyocera
- LAM Research
- Lamar Advertising
- Largan
- Lenovo
- LG Chem
- LG Display
- LG Electronics
- Lionsgate
- Live Nation
- LivePerson
- Logitech
- LTI
- Lumen
- Lyft
- M&C Saatchi
- M1
- M6-Metropole TV
- Magic Leap
- Mail.Ru
- MakeMyTrip
- Marchex
- Marvell
- Mastercard
- Match
- Mavenir
- Maxis
- McAfee
- Mediaset
- MediaTek
- Meituan Dianping
- Melexis
- MercadoLibre
- Meta
- Micro Focus
- Microchip
- Micron
- Microsoft
- Mimecast
- Mirantis
- Mitsubishi Electric
- Mixi
- Mobily
- Momo
- MoneySuperMarket
- Monolithic Power Systems
- Motorola Solutions
- Mphasis
- MTN Group
- Murata
- Nabtesco
- Nachi Fujikoshi
- Nanya Tech
- Naspers
- Naver
- NavInfo
- NCC
- NCSoft
- NEC
- NENT
- NetApp
- NetEase
- Netflix
- Netgear
- Netmarble
- Network 18 Media
- Neusoft
- New Relic
- New Work
- Nexon
- Nexstar
- Nielsen
- Nikon
- Ningbo Bird
- Nintendo
- Nippon Ceramic
- Nippon TV
- Nokia
- NTT
- NTT Data
- NTT DoCoMo
- Nuance
- Nutanix
- Nvidia
- NXP
- Ocado
- Okta
- Omnicom
- Omron
- On Semiconductor
- Ooredoo
- Open Text
- Oracle
- Orange
- Outfront Media
- Palantir
- Palo Alto Networks
- Panasonic
- Parler
- Parrot
- PayPal
- Paytm
- Pegatron
- Perfect World
- Philips
- Pinduoduo
- Platform9
- Playtech
- PLDT
- Progress Software
- Proofpoint
- ProSiebenSat.1
- Proximus
- PTC
- Publicis
- Pure Storage
- Purplebricks
- Qisda
- Qorvo
- Qualcomm
- Qualys
- Quanta Computer
- Rackspace Technology
- Rakuten
- Rapid7
- Raytheon Technologies
- Razer
- Rea Group
- Reliance Industries
- Renesas
- Renren
- Ribbon Comms
- Ricoh
- Rightmove
- RingCentral
- Roblox
- Rocket Internet
- Rockwell Automation
- Rogers Comms
- Rohm
- Roper Technologies
- RTL
- Rubicon Project
- Sage
- SAIC
- Salesforce
- Samsung Electronics
- Samsung SDI
- SAP
- Saudi Telecom
- Schneider Electric
- Sea
- Seagate
- SecureWorks
- Securonix
- Sega Sammy
- Seiko Epson
- Sensata
- ServiceNow
- Sharp
- Shopify
- Siasun Robot
- Siemens
- Silicon Labs
- Silicon Motion
- Sina
- SingTel
- Sirius XM Radio
- SK Hynix
- SK Telecom
- Skyworks
- SMIC
- Snap
- Snowflake
- Softbank
- Software AG
- Sonos
- Sony
- Sophos
- Sopra Steria
- Spark New Zealand
- Splunk
- Spotify
- Square Enix
- STMicroelectronics
- Stryker
- Sun TV Network
- Suning.com
- Sunny Optical
- SUSE
- Swisscom
- Synaptics
- Synopsys
- Take-Two Interactive
- Tata Communications
- Tata Consultancy Services
- TDK
- TE Connectivity
- Tech Mahindra
- Technicolor
- Tegna
- Telecom Italia
- Telefonica
- Telekom Malaysia
- Telekomunikasi Indonesia
- Telenor
- Television Broadcasts
- Telia
- Telstra
- Telus
- Tencent
- Tencent Music
- Teradata
- Teradyne
- Tesla
- Texas Instruments
- TF1
- Thales
- TIBCO Software
- TietoEVRY
- T-Mobile US
- Tokyo Electron
- TomTom
- Toshiba
- TPK
- Trade Desk
- Trend Micro
- Trip.com
- TripAdvisor
- TSMC
- Twilio
- Uber
- Ubiquiti Networks
- Ubisoft
- UiPath
- UMC
- Umicore
- United Internet
- Unity Technologies
- Universal Display
- Universal Music
- UScellular
- Valve
- Vecima
- Venture Corp
- Verizon
- ViacomCBS
- VIP.com
- Visa
- Vivendi
- VMware
- Vodacom
- Vodafone
- Vonage
- Vuzix
- Walmart
- Walt Disney
- Warner Music
- Wayfair
- Webzen
- Western Digital
- Wipro
- Wistron
- Workday
- Workiva
- World Wide Technology
- WPP
- Xero
- Xiaomi
- Xilinx
- Yageo
- Yandex
- Yaskawa
- Yelp
- Yokogawa Electric
- Yuneec
- YY
- Z Holdings
- Zain
- Zalando
- Zee Entertainment
- Zendesk
- Zillow
- Zoom
- Zscaler
- ZTE
- Zynga
